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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $530,848 | $167,352+217.2% | $143,788+269.2% | $134,509+294.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -3.85% | 0.47%-4.3pp | -0.03%-3.8pp | 418.13%-422.0pp |
| Employer contribution / active EE | $510 | $5,620-90.9% | $4,952-89.7% | $4,741-89.3% |
| Participant deferral / active EE | $9,158 | $6,447+42.1% | $5,638+62.4% | $6,400+43.1% |
| Admin fee / account holder | $13,338 | $18,091-26.3% | $14,675-9.1% | $11,427+16.7% |